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When nominating a beneficiary is not a good idea

22 January 2004 | General

Every intermediary is taught that a beneficiary should be nominated whenever a policy is bought by a client. This will ensure that the proceeds of the policy go to the correct person chosen by the policy owner. But there's more...

Putting the pieces together again...

22 January 2004 | Dread Disease and/or Disability / Critical Ilness

When deciding whether a client needs disability or impairment cover, the intermediary needs to assess which type of cover is most appropriate to protect that particular client against a loss of income based on an understanding of when and how much each be

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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Life Insurance

When nominating a beneficiary is not a good idea

Putting the pieces together again...